1462 results found
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New Quick Tips / Quick Reference Guide Update - Please Make Optional!
Please make the update that moves quick tips to the quick reference guide an opt in / optional update. Maybe some will find this a better interface, but as it shows in this roll out video (http://player.vimeo.com/video/1086467921), it would be a big step back for us. Being able to just hover over the ? icon and see the quick tips makes the system super intuitive and easy to verify field purposes. But with this update we would have to click a link to another page and search for that field through that list to see the tip instead.
14 votes -
Option for online donation processing fee to be mandatory
We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.
4 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
4 votes -
Option to make profile a Tribute
We recently moved from Raiser's Edge to CSuite, where we had the option to link a tribute record to an existing profile. It would be great, for continuity purposes, to be able to tie a tribute record to an existing profile. For example, gifts made in honor of our CEO, would be linked to her profile in CSuite. Additionally, tributes made in memory of a deceased individual, would be linked to that individual's profile. I'd love to have the option to make these connections, while still having the ability to add tributes for individuals who do not have profiles.
3 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…8 votes -
Fund admin fees on Fund Summary in portal
Our fund advisors would really like to see support fees (aka admin fees) on the Fund Summary page. Currently the only way we can report the fees assessed to their fund on a quarterly basis is by producing a statement of activity. Including this information on Fund Summary would provide a clearer picture of activity in their fund. Thanks!
8 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
10 votes -
Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file
The ability to further segment Electronic Payments so that payments made via etransfer etc don't get captured in ACH files. Right now, ACH files are generated by date, so if an operating expense is paid to a vendor via etransfer, and then grant payments are paid via EFT on the same date, that operating expense is included in the file with no way to refine. If there was an "Other Electronic Payment" vs "EFT Payment" option, it would be really helpful to ensure there are no duplicate payments. :)
7 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
13 votes -
search book of memory name
It would be nice to have the ability to pull a report of all book of memory donations, including names of those being honored or memorialized.
1 vote -
Show Additional Funds - Sort Order and Groupings
Please implement additional sorting options for funds that are not promoted, but show up on the "Show Additional Funds" page. Currently, this page sorts alphabetically.
It would be great if those funds could be sorted in different ways, including but not limited to fixed numerical ordering, like you can with promoted funds.
Also, it would be helpful if the funds could be grouped based on fund group, sub-group, division, or segment. Then, sorting within each of those groupings as well.
4 votes -
When copying a fund, provide an option to copy the templates
When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.
5 votes -
More Relative Date options: Yesterday and Today
Please add yesterday and today for relative date filtering. We have a lot of scheduled reports we have set to this week, when we really need to check yesterday's or today's information. There is also not a great way to see only today's date unless you put the date in the range which is not intuitive and would take more work than just having a relative date option.
4 votes -
Improve Fund Advisor Portal Edit Recurring Grants Options
In March 2025 fund advisors gained the ability to edit recurring grants. However, they are currently only able to edit the number of occurrences and the next grant. I believe they can also end the recurring grant series. We often have fund advisors that want to edit the amount or change the interval. Although we can change it in our backend, the fund advisors often want the option to do so themselves. We also more often see a change in the amount. Currently their only option is to cancel the recurring grant series and create a new one.
2 votes -
Fund Balance Graphs & Dates
We've had users ask us to add a date next to the fund balance in their portal with the option to view past monthly fund balances, possibly in graph form. This would allow users to view the balance of every month and see the direction things are headed. Also giving the option to filter by dates. Showing them the trend of their fund, especially through visuals, could be a nice touch.
1 vote -
Alumni
Our alumni are marked using custom fields. It would be helpful to be able to change these records to the new Alumni Designation using bulk updates and to have an option to import alumni records.
6 votes -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
5 votes -
Accents switching to ASCII Characters when put in Portal Cart
If a profile has an accent in their address etc, once it gets to the portal cart, it switches to an ascii character. Same thing happens if the description typed in by the donor has an accent in it, it also switches to an ASCII character.
2 votes -
Duplicate Issue -- Accents
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
24 votes -
Ability to Import Ticket Requests
Could we import ticket requests when we import tickets to an event? Entering by hand is too much work.
1 vote
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